Financial Adviser
· BIGGERA WATERS, QLD
Robert Edward Dugdale
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244805
Robert Edward Dugdale is a financial adviser based in Biggera Waters, Queensland, with 23 years of experience in the financial services industry. Robert is currently authorised under Count Financial Limited. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from FPA. Robert is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Business
Griffith University
2000
Certified Practicing Accountant
CPA
2001
Certified Financial Planner
FPA
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Self Managed Superannuation Funds
Kaplan Professional
Registration History
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
Source: ASIC Financial Advisers Register